AWAG
AGG icon

ARS Wealth Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

ARS Wealth Advisors Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
2,758
+154
+6% +$15.2K 0.02% 193
2026
Q1 		$258K Buy
2,604
+240
+10% +$24K 0.02% 181
2025
Q4 		$236K Sell
2,364
-149
-6% -$15K 0.02% 172
2025
Q3 		$252K Buy
2,513
+32
+1% +$3.17K 0.02% 164
2025
Q2 		$246K Sell
2,481
-26
-1% -$2.55K 0.03% 158
2025
Q1 		$248K Sell
2,507
-109
-4% -$10.7K 0.04% 138
2024
Q4 		$253K Buy
2,616
+55
+2% +$5.42K 0.03% 138
2024
Q3 		$259K Buy
+2,561
New +$256K 0.03% 145
2022
Q4 		– Sell
-2,270
Closed -$219K – 137
2022
Q3 		$219K Sell
2,270
-190
-8% -$19.2K 0.03% 137
2022
Q2 		$250K Buy
2,460
+75
+3% +$7.71K 0.03% 136
2022
Q1 		$255K Hold
2,385
– – 0.04% 111
2021
Q4 		$272K Buy
2,385
+176
+8% +$20.1K 0.05% 114
2021
Q3 		$254K Buy
+2,209
New +$256K 0.05% 115

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ARS Wealth Advisors Group's AGG Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.9% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,758 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #193.

ARS Wealth Advisors Group first reported a position in AGG in Q3 2021 and has held it in 13 quarters since. 937 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • ARS Wealth Advisors Group held 2,758 shares of iShares Core US Aggregate Bond ETF worth $273K as of Q2 2026.
  • ARS Wealth Advisors Group bought 154 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $15.2K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #193 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 13 quarters since.
  • 937 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.